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Blogs, Market Wrap, Shyam Sekhar

The Party Seems Unstoppable!

The current financial year is setting itself up to create a new record in promoter selling. Promoters have comfortably been selling a significant part of their holdings to domestic institutions and mutual funds. Despite the rising trend in valuations, this season of easy exits seems to be extending.

ithoughtJune 29, 20241 min read
Blogs, Market Wrap, Shyam Sekhar

Get Rich Slowly

Recently a Mumbai-based senior citizen lost 2 Crores to a WhatsApp scam. Investors are always in a hurry to make more money. […]

ithoughtJune 22, 20241 min read
Blogs, Market Wrap, Shyam Sekhar

Stability and Continuity?

Markets love stability and continuity. The cabinet announcements from last weekend sent a positive signal to participants. The post-election fears have been […]

ithoughtJune 15, 20241 min read
Blogs, Market Wrap, Shyam Sekhar

Expectations Vs Reality

What a chaotic week, and we’re back to square one. Exit polls from the weekend pointed to a straightforward win for the […]

ithoughtJune 9, 20241 min read
Blogs, Market Wrap, Shyam Sekhar

The Battle Is Won Before It’s Begun

What if I told you that the election outcomes next week don’t matter? India is in a great place. And the good […]

ithoughtJune 2, 20241 min read
Blogs, Market Wrap, Shyam Sekhar

Follow The Money

What is the smart money doing? FIIs have sold close to 35,000 Crores this month. Are they worried about election outcomes? The […]

ithoughtMay 26, 20241 min read
Blogs, Market Wrap, Shyam Sekhar

Aiming Past The Moving Parts

The markets have been in the election mood for a while. No matter where you go, the conversation always turns to who […]

ithoughtMay 19, 20241 min read
Blogs, Market Wrap, Shyam Sekhar

Playing the Volatility Game

It’s been a volatile week in the markets. The India VIX shot up to a level of 18 this week from the […]

ithoughtMay 12, 20241 min read
Blogs, Market Wrap, Shyam Sekhar

Business As Usual

The US jobs data gave the US market a much-needed reprieve. The markets showed their relief swiftly. But the problems aren’t going […]

ithoughtMay 4, 20241 min read
Blogs, Market Wrap, Shyam Sekhar

Commodities on Fire

The rising commodity prices have taken the markets by surprise. Cocoa, coffee, crude, and a host of other commodities have risen sharply […]

ithoughtApril 27, 20241 min read
Blogs, Market Wrap, Shyam Sekhar

Discipline Matters

The results season has begun on a mixed note. Contrary to the buoyant market mood, the first flush of corporate results are […]

ithoughtApril 21, 20241 min read
Blogs, Market Wrap, Shyam Sekhar

The Stance Shifts

When the world’s largest economy struggles to fix her macros, there is bound to be intense anticipation. The world watches out for […]

ithoughtApril 14, 20242 min read
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